Merkkuri Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.22M	Sell	6,829 -1,402	-17%	-$866K	3.2%	8
2025 Q1	$4.6M	Sell	8,231 -2,335	-22%	-$1.31M	3.94%	4
2024 Q4	$6.19M	Sell	10,566 -281	-3%	-$165K	4.9%	3
2024 Q3	$6.22M	Sell	10,847 -144	-1%	-$82.6K	4.91%	3
2024 Q2	$5.98M	Buy	+10,991	New	+$5.98M	5.5%	2